SCAUX Mutual Fund

SCAUX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
+0.40%
3 Months
+3.33%
6 Months
+5.91%
YTD
+7.01%
1 Year
+15.55%
3 Years (annualized)
+15.12%
5 Years (annualized)
+9.63%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAUX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+8.69%
vs Peers
-1.68%

SCAUX Mutual Fund Performance

SCAUX performance across multiple time periods: 1-month 0.40%, YTD 7.01%, 1-year 15.55%, 3-year 15.12%, 5-year 9.63%, 10-year 7.46%.

SCAUX returns trail the peer average of 8.69% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

SCAUX vs another fund shows side-by-side returns. SCAUX alternatives are available in the Mutual Fund Screener.